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Current Employers
Advisor Resource Council

15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-26
VA RA APPROVED 2020-12-16
  • TX RA
    APPROVED
    Since 2026-02-26
  • VA RA
    APPROVED
    Since 2020-12-16

Branch Locations

Dallas, TX • United States

15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Dallas TX 09/2008 Present
Advisor Resource Council (Dba: 360 Wealth Management) Dallas TX 08/2013 Present
  • 09/2008 → Present
    Lpl Financial Llc
    Dallas, TX
  • 08/2013 → Present
    Advisor Resource Council (Dba: 360 Wealth Management)
    Dallas, TX
Previous Registrations
  • 2007-02-08 → 2008-09-30
    Rockwall, TX
    Rockwall, TX
Other Businesses

1. 03/13/2009 / NON-VARIABLE INSURANCE / NON VARIABLE LIFE AND ANNUITY SALES INCLUDING FIXED ANNUITIES, WHOLE, UL, AND TERM LIFE, LONG TERM CARE INSURANCE AND DISABILITY INSURANCE. / DALLAS, TX / 2% OF TIME. 2. 12/17/09- TAX PREP / ACCOUNTING / BOOKKEEPING, 2% OF TIME SPENT. 3. 08/16/2013 - 360 WEALTH MANAGEMENT - 50% OF TIME SPENT - DALLAS, TX 4. 10/3/2019 - Advisor Resource Council - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 01/01/2020 - 120 Hours Per Month/120 Hours During Securities Trading - I provide investment advisory services through Advisor Resource Council, an independent investment advisor firm. I started this business activity in Jan 2020. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 11/08/2019 - Advisor Resource Council - DBA: (Hybrid) 360 Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 1/1/2020 - 120 Hours Per Month During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-26
S63 Uniform Securities Agent State Law Examination 2004-06-04
  • S66 Uniform Combined State Law Examination
    2007-01-26
  • S63 Uniform Securities Agent State Law Examination
    2004-06-04

View on SEC IAPD

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